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Berkshire Hathaway Class B

3,054 hedge funds and large institutions have $242B invested in Berkshire Hathaway Class B in 2021 Q2 according to their latest regulatory filings, with 159 funds opening new positions, 1,162 increasing their positions, 1,241 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 82

15% more call options, than puts

Call options by funds: $4.97B | Put options by funds: $4.32B

8% more capital invested

Capital invested by funds: $225B → $242B (+$17.7B)

1% more funds holding

Funds holding: 3,0173,054 (+37)

1% more funds holding in top 10

Funds holding in top 10: 460463 (+3)

0.16% less ownership

Funds ownership: 66.22%66.06% (-0.16%)

6% less repeat investments, than reductions

Existing positions increased: 1,162 | Existing positions reduced: 1,241

Holders
3,054
Holders Change
+37
Holders Change %
+1.23%
% of All Funds
53.16%
Holding in Top 10
463
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+0.65%
% of All Funds
8.06%
New
159
Increased
1,162
Reduced
1,241
Closed
82
Calls
$4.97B
Puts
$4.32B
Net Calls
+$644M
Net Calls Change
-$653M
Name Holding Trade Value Shares
Change
Change in
Stake
CNC
2801
Citizens & Northern Corp
Pennsylvania
$283K +$5.59K +20 +2%
MAM
2802
McCarthy Asset Management
California
$282K -$891K -3,188 -76%
TS
2803
Tamar Securities
California
$282K +$14K +50 +5%
MGI
2804
MayTech Global Investments
New York
$282K +$279K +1,000 +6,667%
GAG
2805
GM Advisory Group
New York
$282K +$283K +1,013 New
MSU
2806
Mizuho Securities USA
New York
$282K +$284K +1,016 New
BC
2807
Burleson & Co
California
$280K
EE
2808
EWG Elevate
California
$280K +$559 +2 +0.2%
SFA
2809
Source Financial Advisors
New York
$280K +$5.59K +20 +2%
WFMPM
2810
Woodley Farra Manion Portfolio Management
Indiana
$279K
LC
2811
Lavaca Capital
Texas
$279K +$40.5K +145 +17%
NOCM
2812
Night Owl Capital Management
Connecticut
$278K -$265K -947 -49%
FFA
2813
Fi3 Financial Advisors
Indiana
$276K +$52.8K +189 +24%
WFWM
2814
Wechter Feldman Wealth Management
New Jersey
$275K -$3.07K -11 -1%
CB
2815
CNB Bank
Pennsylvania
$274K -$21K -75 -7%
DACG
2816
Donor Advised Charitable Giving
California
$273K
NCM
2817
Nelson Capital Management
California
$272K
NIM
2818
NuWave Investment Management
New Jersey
$272K +$247K +884 +940%
CA
2819
Centerpoint Advisors
Massachusetts
$271K -$34.9K -125 -11%
KW
2820
KWB Wealth
California
$270K -$11.2K -40 -4%
BFP
2821
Briaud Financial Planning
Texas
$268K
GWMIA
2822
Global Wealth Management Investment Advisory
Florida
$268K +$50.3K +180 +23%
SWAG
2823
Spectrum Wealth Advisory Group
California
$267K -$27.9K -100 -9%
WOC
2824
West Oak Capital
California
$267K -$9.78K -35 -4%
GCMG
2825
Gyroscope Capital Management Group
Florida
$267K

BRK.B Hedge Fund Activity: Q2 2021 in Review

3,054 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q2 2021, worth a combined $242B — up 7.9% from $225B a quarter earlier.

Buyers outnumbered sellers: 159 funds opened new BRK.B positions and 82 closed out — a net gain of 77 holders — while 1,162 added to existing stakes and 1,241 trimmed.

The largest buyer was Gates Foundation Trust, adding an estimated $1.84B. The largest seller was Bank of America, cutting an estimated $468M.

  • 3,054 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q2 2021, up from 3,017 in Q1 2021.
  • Funds reported $242B of Berkshire Hathaway Class B stock for Q2 2021, up 7.9% quarter-over-quarter.
  • 159 funds opened new Berkshire Hathaway Class B positions in Q2 2021 and 82 closed out, a net change of +77 holders.
  • The largest Berkshire Hathaway Class B buyer in Q2 2021 was Gates Foundation Trust, an estimated $1.84B added.
  • The largest Berkshire Hathaway Class B seller in Q2 2021 was Bank of America, an estimated $468M sold.

Based on aggregated 13F filings for Q2 2021.